External Asset Management
in Switzerland

3,411 companies in External Asset Management in the Swiss commercial register, indexed across 20 canton and 73 town pages.

Companies

50 of 3,411 companies

Gonet & Cie SA

Geneva · Since 1920

Wealth managementFinancial planningProvision planning

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SAGEFOR Société Anonyme de Gérance de Fortunes

Geneva · Since 1936

Wealth management

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Tobler Verwaltungs AG

Sulgen · Since 1943

Asset managementReal estate managementReal estate asset management

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Société pour la gestion de placements collectifs GEP SA

Lausanne · Since 1953

Real estate investment fund

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DIWAG-Dieziger AG

St. Gallen · Since 1957

Building excavationsSpecial deep foundation worksSewer systems & utility lines

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Univest AG

Basel · Since 1957

Asset managementFamily office support

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Imovag Immobilien Verwaltungs AG, Luzern

Lucerne · Since 1958

Fund managementManagement of real estate investment fundsReal estate portfolio

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Genossenschaft Ferienhilfe Schule Suhr

Suhr · Since 1960

Financial support for school events and youth projectsCo-operative participation / membershipGeneral meeting and co-operative administration

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Hardegger Treuhand AG

Chur · Since 1960

Fiduciary servicesAuditConsulting

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Kendra Securities House SA

Geneva · Since 1960

Discretionary management mandateAdvisory mandateExecution-only service

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Realstone SA

Lausanne · Since 1961

Exchange-listed real estate fundsIndustrial real estate investment fundReal estate investment foundation

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Capital International Sàrl

Geneva · Since 1963

BondsEquitiesMulti-Asset

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Solutions & Funds SA

Morges · Since 1963

Fund managementStructuring of fundsFund administration

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Rothschild & Co Bank AG

Zurich · Since 1968

Asset managementWealth planningBanking and financing

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Coges Corraterie Gestion SA

Geneva · Since 1969

Wealth managementInvestmentsMulti-family office

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Management Joint Trust SA

Vessy · Since 1969

Institutional Advisory ServicesCross Asset TechniciansInvestment Portfolio Analysis and Optimization

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RÜETSCHI ZEHNDER AG

Frick · Since 1969

Independent asset managementFinancial planningTax optimization / tax planning

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HIG Immobilien Anlage Stiftung

Zurich · Since 1969

Real Estate Investment FoundationReal estate investments for tax-exempt institutions of the 2nd pillar and Pillar 3aInvestment Group CH-Classico

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Jupiter 9 Services SA

Gland · Since 1970

Trust & FoundationFamily Office ServicesCorporate Services

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Diamond Capital Management (Switzerland) SA

Geneva · Since 1972

Discretionary Asset ManagementFund ManagementFinancial Planning

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Finpromotion Société de Promotion Financière SA

Lugano · Since 1972

Wealth managementAdvisoryAdvisory and financial engineering

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TGL AG

Lucerne · Since 1972

Asset Management

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WHVP AG

Zurich · Since 1972

Wealth managementOffshore banking advisoryUS client support

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Alias Partners SA

Geneva · Since 1972

Wealth ManagementAsset Management

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Wealtheon S.A. (Switzerland)

Geneva · Since 1973

Wealth managementESG and sustainability integrationPhilanthropic impact via the Wealtheon Foundation

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SUHNER Group AG

Lupfig · Since 1973

Solution portfolioGrinding and surface processingMachining technologies and tailored solutions

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TORGA AG

Zurich · Since 1975

Wealth ManagementPortfolio Management and Real Estate Analysis

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Atlanticomnium SA

Geneva · Since 1976

Asset ManagementWealth ManagementUCITS Fund Management

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Controlfida (Suisse) SA

Lugano · Since 1976

UCITS fund managementDelta UCITS FundDelta Defensive UCITS Fund

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Fidurhône SA

Geneva · Since 1976

Discretionary wealth managementInvestment advisoryIndependent stock-market execution

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SC Studio Consulenze SA

Chiasso · Since 1977

Wealth management

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Orconsult SA

Zurich · Since 1977

Wealth managementFiduciary servicesFinancial services

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Baltrag AG

Basel · Since 1978

Wealth managementPortfolio reviewFinancial consulting

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CMSCO SA

Geneva · Since 1979

Fiduciary servicesAdministrative and financial management of international tradingCorporate administration

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Renalco SA

Geneva · Since 1979

Wealth ManagementFamily Office Services

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Paicolex Trust Management AG

Küsnacht Zh · Since 1980

Trust ServicesCorporate ServicesPrivate Trust Company Services

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GRÜEBLER VERMOEGENSVERWALTUNG AG

Zurich · Since 1980

Asset ManagementReportingCustody

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Vivainvest AG

Meilen · Since 1980

Wealth managementInvestment advisoryAccount analysis and portfolio monitoring

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Moning Wealth Management AG

Richterswil · Since 1981

Wealth managementInvestment advice for private clientsWealth and estate planning

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Zuri-Invest AG

Zurich · Since 1981

Asset ManagementMulti-Family-OfficeGlobal Mining Portfolio

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IFS Independent Financial Services AG

Lucerne · Since 1981

Wealth managementInvestment advisoryFamily Office Services

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EMC Gestion de Fortune SA

Geneva · Since 1981

Discretionary wealth management and investment advisoryESG portfolio management360° financial advice

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Wibagest SA

Geneva · Since 1981

CFD Trading PlatformAccount TypesTrading Platform

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Optimum Asset Management AG

Zug · Since 1982

Asset management

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Forvest SA

Geneva · Since 1982

Wealth ManagementFinancial AdvisoryEstate Planning

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Geremant SA

Geneva · Since 1982

Wealth managementAsset managementOccupational pension

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Welcome Future AG

Lucerne · Since 1982

Natural Fancy Color Diamonds as a Value InvestmentPersonal Classification and AdvisorySelection and Testing of Natural Diamonds

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SZ Consulting AG

Brig · Since 1982

Wealth managementWealth advisoryWealth management mandates

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T + M Management Services SA

Geneva · Since 1983

Global entity managementAccounting and taxationPayroll and HR administration

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Suntrust Investment Company SA

Geneva · Since 1983

Wealth managementFamily officeAlternative investments

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The industry in figures

3,411CompaniesCommercial register (Zefix) · as of August 25, 2026

0.5 %of SwitzerlandCommercial register (Zefix) · as of August 25, 2026

20CantonsCommercial register (Zefix) · as of August 25, 2026

2011Median year of registrationCommercial register (Zefix) · as of August 25, 2026

Locations

Geographic distribution

Colour intensity by number of companies per canton.

Source: commercial register (Zefix) · as of August 25, 2026

Top cantons

Canton of Zug378 Canton of Vaud294 Canton of Ticino245 Canton of Schwyz155 Canton of Valais81 Canton of Lucerne76 Canton of Bern67 Canton of St. Gallen65 Canton of Grisons61 Canton of Aargau60

Place axis

External Asset Management by place

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Industry axis

Related industries

Counted nationally, across all cantons.

All industries in Switzerland

Holding Companies18,055 Fiduciary Offices13,213 Financial Services4,855 Insurance Brokerage & Consulting2,896 Pension Funds2,144 Private Equity & Venture Capital1,598 Funds & Investment Companies1,573 FinTech1,195 Insurance Companies944 Banks593 Family Offices375 Credit Institutions278 Debt Collection Agencies245

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External Asset Managementin Switzerland

50 of 3,411 companies

Geographic distribution

External Asset Management by place

Related industries

External Asset Management
in Switzerland